Purchases and Sales Made in Q1 2025 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
20New |
$5.04K - $5.56K
|
20
$5.64K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
20New |
$5.04K - $5.56K
|
20
$5.64K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
19+ 0.66% |
$4.79K - $5.28K
|
2.89K
$814K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
19+ 0.32% |
$4.79K - $5.28K
|
5.93K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
19+ 8.56% |
$4.79K - $5.28K
|
241
$67.9K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 4.97% |
$4.79K - $5.28K
|
401
$113K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
19+ 0.36% |
$4.79K - $5.28K
|
5.23K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
18+ 2.34% |
$4.53K - $5K
|
788
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
18+ 0.36% |
$4.53K - $5K
|
4.97K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
17+ 1.88% |
$4.28K - $4.73K
|
920
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
16+ 3.25% |
$4.03K - $4.45K
|
508
$143K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
15+ 1.23% |
$3.78K - $4.17K
|
1.24K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 13.76% |
$3.78K - $4.17K
|
124
$35K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15+ 2.53% |
$3.78K - $4.17K
|
607
$171K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
15+ 0.28% |
$3.78K - $4.17K
|
5.46K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15+ 0.43% |
$3.78K - $4.17K
|
3.48K
$981K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.44% |
$3.53K - $3.89K
|
3.2K
$902K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14+ 1.82% |
$3.53K - $3.89K
|
783
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
14+ 0.44% |
$3.53K - $3.89K
|
3.2K
$901K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
14+ 0.34% |
$3.53K - $3.89K
|
4.15K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
13+ 4.92% |
$3.27K - $3.61K
|
277
$78.1K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13+ 0.48% |
$3.27K - $3.61K
|
2.73K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
13+ 0.46% |
$3.27K - $3.61K
|
2.87K
$809K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
12+ 0.64% |
$3.02K - $3.34K
|
1.88K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
12+ 1.09% |
$3.02K - $3.34K
|
1.11K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
11+ 1.79% |
$2.77K - $3.06K
|
624
$176K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
11+ 0.46% |
$2.77K - $3.06K
|
2.42K
$683K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
11+ 0.1% |
$2.77K - $3.06K
|
11.5K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.34% |
$2.77K - $3.06K
|
3.27K
$921K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
10+ 0.45% |
$2.52K - $2.78K
|
2.22K
$624K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.35% |
$2.52K - $2.78K
|
2.91K
$820K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 0.36% |
$2.52K - $2.78K
|
2.82K
$796K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10+ 0.28% |
$2.52K - $2.78K
|
3.54K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10+ 0.92% |
$2.52K - $2.78K
|
1.1K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9+ 0.42% |
$2.27K - $2.5K
|
2.16K
$608K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
9+ 0.22% |
$2.27K - $2.5K
|
4.14K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
9+ 0.15% |
$2.27K - $2.5K
|
6.19K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.5% |
$2.27K - $2.5K
|
1.8K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
9+ 0.21% |
$2.27K - $2.5K
|
4.25K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$2.01K - $2.22K
|
8
$2.26K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
8+ 0.44% |
$2.01K - $2.22K
|
1.84K
$520K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
8+ 0.19% |
$2.01K - $2.22K
|
4.32K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.44% |
$2.01K - $2.22K
|
1.84K
$517K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8+ 0.53% |
$2.01K - $2.22K
|
1.52K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8+ 0.05% |
$2.01K - $2.22K
|
14.8K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8+ 0.09% |
$2.01K - $2.22K
|
9.08K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
7+ 0.46% |
$1.76K - $1.95K
|
1.53K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.49% |
$1.76K - $1.95K
|
1.43K
$403K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7New |
$1.76K - $1.95K
|
7
$1.97K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.5% |
$1.76K - $1.95K
|
1.4K
$394K
|